OpenAI lost its 50% market share — can it survive its 8x cost spike?
openai's market share dropped below 50% while its 2025 costs hit $34b against $13b revenue. this signals that microsoft is shifting to cheaper chinese alternatives like deepseek, threatening openai's dominance.
openai has lost its majority market share to google, with data showing user retention is suffering from a perceived lack of difference between chatgpt and gemini. further trouble comes from financial reports showing openai's costs ballooned to $34b in 2025 on $13b revenue, heavily subsidized by softbank and microsoft. in response to these high costs, microsoft is moving copilot to usage-based pricing and exploring deepseek over openai. unless government regulation curtails anthropic, openai faces a dual crisis of intensifying competition and investor flight.